Transaction Advisory Support For Your Evolving Client Base
When your clients are approaching mergers, acquisitions or other changes, we can provide the independent financial analysis you need to expertly guide them through the process.
All the services you need – when you need them
Whether you need help with one client transaction, or consistent help for your growing M&A practice, we can provide the team and expertise you need. Trust us to provide:
Offer M&A support with deeper analysis and quicker turnaround
As Baby Boomers are looking at retirement and business environments are rapidly changing, we are seeing a steady uptick in mergers and acquisitions across all industries. Your clients turn to you for objective analysis and advice as they face these life-changing situations. We understand the vital importance of having up-to-date, accurate and independently analyzed financials, so all stakeholders know what is truly on the table and can enter negotiations from a position of power.
At Scrubbed, our team of experts are ready to supplement your internal team whether your client is simply refinancing business debt, on the buy or sell-side of a merger or acquisition or planning to join forces with another company. Our collaborative professionals are committed to supporting your advisory efforts by providing seamless, methodical documentation review and input all the way through the process. We understand that decisions with this level of significance require a vigilant investigation of a company’s historical data, but also careful analysis to infer if projections for future performance are based in reality.
Our team of hard working, dedicated, highly trained professionals bring deep industry and technical expertise to each engagement. Our goal is to provide the ultimate level of client service and support possible so you can rest assured that you have the most accurate information possible as your clients’ transactions move forward.
Featured Work
Case Study
Many CPA Firms are finding the best solution to scale their firm is to outsource finance or accounting functions to an experienced third-party provider. But how do you know if this arrangement could be advantageous for your firm? And how do you ensure a successful experience?
Why Partner With Scrubbed
Complete Scalability
No two deals are alike, and often your transaction advisory needs can ebb and flow. Our team can scale to meet your firm’s needs seamlessly as they arise.
Comprehensive Reporting
Timely, accurate financial information and analysis is vital to a transaction decision. We can provide the data you need plus collaborate with your team to provide educated input at critical decision points.
Expanded Capabilities
Our services go far beyond transaction advisory analysis and input. Look to us to supplement your client accounting* services, tax planning and compliance and audit support teams as well.
Independent Expertise
Our proficiencies don’t just lie in analyzing your finances. We also bring our experience from previous deals and external market data to provide the impartial collaboration you need to help your clients make the best decision possible.
Download Capabilities Brochure here:
Want to learn more about our services or meet more of the Scrubbed team?
Your clients’ information is always safe in our hands
Scrubbed employs the latest cloud-based technologies and secure portal features so we can easily and securely share information with each other 24/7 while maintaining the privacy your clients need to ensure an advantageous position in negotiations. We provide complete transparency and communicate frequently on the status of all engagements so you will never have to wonder where we are in the process.
Featured Insights
Blog
Unlocking Success in your M&A Strategy: Why Having Reliable Numbers Matter, and Key Financial Factors to Consider
Testimonial
Matt Johnson, Managing Director Tom Ferry, Senior Director Vincent Unklesbay, Director
MCG Capital Advisory
CASE STUDY
Scaling Success: How Scrubbed Transformed MCG Capital Advisory's Operations and Growth
FAQ
Transaction advisory support refers to specialized services that assist CPA firms and their clients during mergers, acquisitions, divestitures, or capital raises. Scrubbed’s transaction support teams provide financial due diligence, quality of earnings (QoE), working capital analysis, and advanced financial modeling.
For CPA firms, this service enhances deal execution by adding capacity, speed, and deal-specific expertise without hiring internally. This results in faster turnaround, deeper insights, and higher client satisfaction, while freeing up internal teams to focus on advisory or assurance work.
Scrubbed supports both buy-side and sell-side engagements. We provide financial due diligence, QoE reports, working capital analysis, and model validation for buy-side deals. On the sell-side, we help prepare financial statements, build data rooms, normalize EBITDA, and draft defensible QoE reports.
Scrubbed supports financial due diligence by guiding clients through every stage of our process, including initial scoping, document review, management Q&A, red flag identification, and final reporting. We analyze revenue trends, margins, customer concentration, working capital, and debt-like items.
Unlike audit teams, we focus on what impacts valuation, negotiating leverage and post-close integration. Our reports are tailored to investors and acquirers, not compliance checklists, giving CPA firms the support they need to deliver sharper, faster insights to clients evaluating high-stakes transactions.
Yes, Scrubbed can help with working capital analysis, as it is a core part of our transaction support services. We build trend-based models, identify seasonality, and recommend target ranges based on historical performance and buyer expectations. For EBITDA normalization, we flag non-recurring items, owner-related adjustments, and accounting misclassifications.
Scrubbed delivers dynamic, Excel-based financial models with 3-statement integration, scenario toggles, and built-in sensitivity analysis. Our models support valuation, forecasting, covenant testing, and post-close budgeting. We pressure-test key inputs, like growth rates, margin assumptions, and working capital turns, based on historical data and market comps. Whether building from scratch or validating a client’s model, we ensure outputs are reliable, readable, and investment-grade.
Scrubbed has supported M&A transactions across SaaS, eCommerce, healthcare, manufacturing, consumer goods, real estate, and financial services.
In SaaS, we’ve helped clients navigate deferred revenue, ARR vs GAAP reconciliation, and customer churn analysis. In healthcare, we’ve handled complex payer mixes and revenue cycle adjustments. In real estate, we've assisted with complex portfolio valuations and due diligence on unique capitalization structures.
eCommerce deals often involve inventory risk, dropship models, and marketplace dependencies while financial services require complex regulatory review and fund accounting.
Each industry brings its own diligence nuances, and we tailor our approach accordingly, helping CPA firms avoid red flags and ensure clients are deal-ready.
Yes, Scrubbed can act as a white-label provider, working entirely behind the scenes, aligning with your brand voice and client protocols. NDAs, confidentiality agreements, and role clarity are established upfront. Our priority is to protect your firm’s client relationships while delivering seamless, high-quality transaction support under your banner.
To ensure complete confidentiality during transaction advisory engagements, we store sensitive data in secure, access-controlled environments using platforms like ShareFile, Google Workspace, and Microsoft 365. Our teams follow non-disclosure protocols and limit access based on need-to-know roles. LOIs, term sheets, and forecasts are handled with encryption and password protection. For high-stakes engagements, we follow protocols aligned with the CPA firm or client’s legal counsel to ensure compliance and peace of mind.
Yes, Scrubbed supports both one-time engagements and ongoing deal pipelines. For single transactions, we work project-based with dedicated timelines, deliverables, and reporting. For firms with frequent deal flow, we serve as an extension of their transaction team, providing recurring diligence reviews, model updates, and pipeline analysis.
Onboarding includes a discovery call to define scope, NDAs, data access setup, and timeline planning. During this time, we request historical financials, the LOI or deal memo, and key business KPIs to build a tailored support plan that matches your firm’s needs and ensures a smooth execution. We typically move from inquiry to kickoff within 1–2 weeks, depending on urgency and data availability.
CPA Firm Experts
Want to learn more?
Let’s discuss how we can help by managing your day-to-day accounting needs, or taking on a larger financial management role, so you can continue to deliver on your mission-critical goals.